Fredric Fisher
Trinity Capital Management · Santa Barbara, California
Fredric Fisher is a fee-only financial advisor at Trinity Capital Management in Santa Barbara, California, who holds the CFP credential. Trinity Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trinity Capital Management |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $556.8M across 954 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4190041 |
| Exams passed | Series 63 (2005) · Series 66 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.trinitycm.com |
| Profile |
How Fredric's firm compares
- Trinity Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 954 accounts).
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Questions about Fredric
Is Fredric Fisher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fredric holds no broker registration, and Trinity Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fredric charge for financial advice?
Fredric's firm, Trinity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Fredric Fisher based?
Fredric Fisher is based in Santa Barbara, California.
What credentials does Fredric Fisher hold?
Fredric Fisher holds the CFP credential.
Is Fredric Fisher registered with the SEC?
Yes. Fredric Fisher is registered as an investment adviser representative in CA (CRD 4190041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Capital Management manage?
Trinity Capital Management reports $556.8M across 954 accounts in assets under management.
How do I contact Fredric Fisher?
Through Fredric's website, www.trinitycm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Barbara
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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